+203.0%
AMAT vs HTZ
-86.4%
+289.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +4.3% |
| 7D | -1.5% | +7.5% | -9.0% | -1.8% |
| 30D | -14.8% | +47.4% | -62.2% | -16.5% |
| 3M | -9.3% | -54.9% | +45.6% | -6.9% |
| 6M | +27.4% | -47.0% | +74.4% | +29.4% |
| YTD | +77.6% | -55.3% | +132.8% | +81.6% |
| 1Y | +188.9% | -57.6% | +246.6% | +195.0% |
| All | +203.0% | -86.4% | +289.5% | +230.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling